Regional President, Senior Managing Director
Patrick is a Regional President based in Madison, Connecticut. He joined MAI in 2021 after serving as Co-President at Brenton Point Wealth Advisors, a firm he co-founded. Patrick works with individuals and families to provide personalized financial planning and investment advice.
After graduating from Trinity College in 1994 with a B.A. in English, he began his career at MFS Investment Management in Boston. Patrick later worked for Putnam Investments in Boston and Sun Life of Canada in Charlotte, NC, where he was named Regional Vice President. He subsequently spent seven years with The Hartford in Boston as a Regional Director and served as Senior Vice President and Board Member of Essex Financial Services for 10 years prior to co-founding Brenton Point in 2017.